Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the San Jose, CA area, Christina Patel will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
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Christina Patel - Registered Practice Associate, Ameriprise Financial Services, LLC
Frequently Asked Questions About Christina Patel - Registered Practice Associate, Ameriprise Financial Services, LLC
What is the address of Christina Patel's Ameriprise Financial Services office?
The office is located at 225 W Santa Clara St, Ste 1600, San Jose, CA 95113, USA.
What are the office hours for Christina Patel's financial advisory services?
The office is open Monday through Friday from 8:30 AM to 5:00 PM and closed on Saturdays and Sundays.
How can I schedule an appointment with Christina Patel?
You can schedule an appointment by visiting the contact page at https://www.ameripriseadvisors.com/Christina.Patel/contact or by calling +1 408-963-2261.
What financial planning specialties does Christina Patel offer?
She specializes in retirement planning strategies, family finances, women's financial strategies, wealth preservation, cash flow management, retirement income strategies, charitable giving, insurance, retirement plan distribution, and sustainable investing.
Does Christina Patel offer online or in-person financial advisory services?
Yes, she offers both online appointments and onsite services at her San Jose office.
What is the main phone number and email to contact Christina Patel?
You can reach her by phone at +1 408-963-2261 or by email at Christina.Patel@ampf.com.
Which notable financial advisors or financial service firms are located near Christina Patel's office?
Nearby financial advisors include Robert Adams, David Farkouh, Michael Adiutori, and multiple Morgan Stanley advisors like Kamran Pazdel and Ryan J. Seay.
Are there any banking services near Christina Patel's office?
Yes, Metlife bank is located nearby, which could be useful for banking or insurance needs before or after your advisory appointment.
What other professional services are available close to the office?
Nearby professional services include Deloitte San Jose, Gensler (architectural and interior design), and Columbia Bank Home Lending for mortgage services.
Is parking available near the location of Christina Patel's office?
Yes, parking is available at 225 W Santa Clara St, which is close to the office.